Client Manager
Company: Standard Chartered
Location: New York
Posted on: March 19, 2023
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Job Description:
The Role Responsibilities The Client Manager is the pivotal
relationship in the Client Delivery team responsible for delivering
exceptional client account management. The Client Manager is
responsible for proactively managing the client account on all day
to day maintenance activities to ensure the highest level of client
service and relationship health. The Client Manager will support
the GAMs on an aligned client portfolio to ensure strong client
delivery execution. Business Provide direct support to the GAM for
the assigned client portfolio as follows: Ensure the highest level
of client service and risk mitigation through proactive client
account management support with client on-boarding (liaising with
IMO), credit monitoring (liaising with CA COE) and flow maintenance
Actively engage and collaborate with Clients, GAMs and Product
Partners to understand and respond to any issues/concerns relating
to the ongoing account maintenance including highlighting any
unusual utilization patterns to coverage teams. Provide proactive
support on account maintenance activities like documentation,
reporting etc by engaging and collaborating with the client, IMO,
CA, MDU, Legal and Compliance and relevant ops teams as required to
ensure the clients expectations are met or exceeded Escalate
issues/concerns relating to account maintenance activities to the
CM Team Lead for follow up as relevant Documentation: Credit
(existing deals - Renewals/Amendments) & Other Liaise with Legal &
Compliance, IMO, CDU and Clients on standard documentation
processes Obtain necessary approvals for T&C deviations on
standard docs from the relevant authoriser as necessary Follow
through to ensure documentation completion and validate limits are
correctly loaded/reflected in TP systems Ensure document
deficiencies are minimised (as reflected in DDW etc) and are
rectified in a timely manner Liaise with COBAM/GAM if required on
CDD related items Account Management & Portfolio Quality Ensure
general portfolio hygiene of client data from a quality control
perspective i.e. correct client tagging, limit information, segment
classification etc in SCI, WorkBench. Annotate on past dues and
excesses daily in the portfolio. Ensure excesses/past dues are
regularized on time and cash/cheques are released on time. Any
exceptions to be highlighted to CA and GAM/FAM. Review and follow
up on Unsettled (FX) Past Due Trades reports & Failed trades
reports with Operations Support Loan Drawdown, Cash Management,
Trade Offerings & Audit Confirmations Manage any client related
data queries and remediation efforts, including first level
escalations on account maintenance activities Seek transactional
approvals as necessary (ie trade, cash) and release trade offerings
on time to ensure faster TAT on trade transactions. Attend
EAR/ASTAR Review meetings as appropriate and participate in
relevant business meetings, forums or committees as required.
Provide support on other projects as assigned ie CIB Client
Surveys, other business initiatives Support Network Delivery
through documentation facilitation (passporting) Arrange for stock
inspections/valuations as required Processes Ensure adherence to
all internal/regulatory policies & regulations Co-ordinate with
Ops/GSSC to rectify any ops related issues which can be resolved
locally and issue Standard Instruction Form (SIFs) wherever
required within authority Risk Management Be proactive in ensuring
compliance with Bank policies and procedures and lead preparation
of client files for audit purposes Governance Responsible for
assessing the effectiveness of the Group's arrangements to deliver
effective governance, oversight and controls in the business and,
if necessary, oversee changes in these areas Awareness and
understanding of the regulatory framework, in which the Group
operates, and the regulatory requirements and expectations relevant
to the role. Responsible for delivering 'effective governance';
capability to challenge fellow executives effectively; and
willingness to work with any local regulators in an open and
cooperative manner Regulatory & Business Conduct Display exemplary
conduct and live by the Group's Values and Code of Conduct. Take
personal responsibility for embedding the highest standards of
ethics, including regulatory and business conduct, across Standard
Chartered Bank. This includes understanding and ensuring compliance
with, in letter and spirit, all applicable laws, regulations,
guidelines and the Group Code of Conduct. Lead the US, GB XXXX team
to achieve the outcomes set out in the Bank's Conduct Principles :
[Fair Outcomes for Clients; Effective Financial Markets; Financial
Crime Compliance; The Right Environment.] * Effectively and
collaboratively identify, escalate, mitigate and resolve risk,
conduct and compliance matters. Adhere to local regulator
prescribed responsibilities and Rationale for allocation Key
Stakeholders Internal: Senior Banker/Banker for designated
portfolio Credit Analyst for designated portfolio Product partners
for designated portfolio Key functional partners ie IMO, Credit,
LDU, Legal, Compliance, Product Ops (Trade, Cash, FMO etc),
Finance, Marketing CM Team Lead Segment Leadership team External:
Clients Legal firms, Audit Market Data Services providers Other
Responsibilities Embed Here for good and Group's brand and values
in US XXXXX team Perform other responsibilities assigned under
Group, Country, Business or Functional policies and procedures. Our
Ideal Candidate Bachelor degree in Banking or Finance preferred.
Ideally 3+ years experience in banking or other relevant
environment Risk & AML certified as stipulated by Bank policy for
Client Manager role Languages: English and/or local language skills
as relevant to country requirements Role Specific Technical Skills
And Competencies LEADERSHIP COMPETENCIES Spot Opportunities Solve
Problems Take the Lead Build Resilience Collaborate Communicate
Deliver Sustainably Achieve Results TECHNICAL COMPETENCIES Manage
Conduct Risk Management and Internal Controls (SIF) Business -
Strategy and Business Model (SIF) Business - Market Knowledge (SIF)
Business - Products and Processes Business - Business Partnering
Business - Process Management Risk Management - C&I Credit Risk
Sales - Relationship Management Information Systems - Applications
& PC Skills About Standard Chartered We're an international bank,
nimble enough to act, big enough for impact. For more than 160
years, we've worked to make a positive difference for our clients,
communities, and each other. We question the status quo, love a
challenge and enjoy finding new opportunities to grow and do better
than before. If you're looking for a career with purpose and you
want to work for a bank making a difference, we want to hear from
you. You can count on us to celebrate your unique talents. And we
can't wait to see the talents you can bring us. Our purpose, to
drive commerce and prosperity through our unique diversity,
together with our brand promise, to be here for good are achieved
by how we each live our valued behaviours. When you work with us,
you'll see how we value difference and advocate inclusion. Together
we: Do the right thing and are assertive, challenge one another,
and live with integrity, while putting the client at the heart of
what we do. Never settle, continuously striving to improve and
innovate, keeping things simple and learning from doing well, and
not so well. Be better together, we can be ourselves, be inclusive,
see more good in others and work collectively to build for the long
term. In line with our Fair Pay Charter, we offer a competitive
salary and benefits to support your mental, physical, financial and
social wellbeing. Core bank funding for retirement savings, medical
and life insurance, with flexible and voluntary benefits available
in some locations. Time-off including annual, parental/maternity
(20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3
days), along with minimum global standards for annual and public
holiday, which is combined to 30 days minimum. Flexible working
options based around home and office locations, with flexible
working patterns. Proactive wellbeing support through Unmind, a
market-leading digital wellbeing platform, development courses for
resilience and other human skills, global Employee Assistance
Programme, sick leave, mental health first-aiders and all sorts of
self-help toolkits. A continuous learning culture to support your
growth, with opportunities to reskill and upskill and access to
physical, virtual and digital learning. Being part of an inclusive
and values driven organisation, one that embraces and celebrates
our unique diversity, across our teams, business functions and
geographies - everyone feels respected and can realise their full
potential. Recruitment assessments - some of our roles use
assessments to help us understand how suitable you are for the role
you've applied to. If you are invited to take an assessment, this
is great news. It means your application has progressed to an
important stage of our recruitment process. Visit our careers
website www.sc.com/careers Expected annual base pay range for the
role is $83,000 to $138,000. The final offer will be determined on
an individualised basis using a number of variables, including but
not limited to skill set, depth of experience and education,
internal relativity, and specific work location. At Standard
Chartered Bank, Base pay is only part of the total compensation
package. Discretionary variable pay and a range of attractive bank
sponsored benefit programs are available and designed to foster
employee overall health and well-being including, but not limited
to, a best in class 401k plan with up to 8% employer match, robust
medical plan coverage with employer funded Health Savings Accounts,
inclusive family building benefits, and flexible/hybrid working
arrangements for many of our positions subject to role specific
considerations.
Keywords: Standard Chartered, New York , Client Manager, Executive , New York, New York
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